Funnels and B2B

Give buyers an answer. Sales gets the meeting.

Carbon swaps the long demo form for a short journey: a few smart questions, an instant price or ROI estimate, then a booked call with the right rep.

01 · Team size

Step 2 of 5: How many people are on your team? 51–200 people selected

02 · Today

Step 3 of 5: What are you using for reporting today? Spreadsheets selected

03 · The answer

Instant estimate: $38k–$52k saved a year, Growth plan with 60 seats, pays for itself in under 6 months

04 · The meeting

Book a 20-minute demo with Jordan Lee: Thursday 26, 11:30 selected
New lead · 11:02Booked
Dana Okafor
VP Finance · Lumen Freight
  • Sent to HubSpot with owner Jordan Lee
  • Demo booked · Thu 11:30 CT

Example journey for Northbeam Analytics, a fictional B2B brand

Step 2 of 5: How many people are on your team? 51–200 people selected
Instant estimate: $38k–$52k saved a year, Growth plan with 60 seats, pays for itself in under 6 months
New lead · 11:02Booked
Dana Okafor
VP Finance · Lumen Freight
  • Sent to HubSpot with owner Jordan Lee
  • Demo booked · Thu 11:30 CT

Example journey for Northbeam Analytics, a fictional B2B brand.

01 · Replace the form

Eleven fields, then silence. No wonder they leave.

Long forms ask for everything and give nothing back, so the best buyers bounce and the rest wait for an email. A Carbon journey asks five easy questions and answers first.

Before · the demo form11 required fields

Thanks. Someone will be in touch within 2 business days.

After · a Carbon journey

5 questions · instant answer
  1. 01How many people are on your team?
  2. 02What are you using today?
  3. 03When do you want to roll this out?
  4. 04Where should we send your estimate?
  5. 05Confirm your phone
Instant answer
$38k–$52k a year
Instant estimate: $38k–$52k saved a year, Growth plan with 60 seats, pays for itself in under 6 months

After · Carbon journey

5 questions · instant answer
  1. 01How many people are on your team?
  2. 02What are you using today?
  3. 03When do you want to roll this out?
  4. 04Where should we send your estimate?
  5. 05Confirm your phone
Instant answer
$38k–$52k a year
Demo form compared with a Carbon journey
Demo formCarbon journey
What the visitor doesTypes into 11 boxesTaps 5 answers
What they get backA promise to be in touchTheir estimate, on the spot
When they get itIn a day or two, maybeFirst screen under 1 s on 4G
What sales receivesA name and a job titleScore, answers, estimate and a booked slot
Northbeam’s ROI calculator page on desktop with the Carbon journey embedded: $38k–$52k saved a year
Plan recommendation on a phone: Growth, 60 seats, $21k–$26k a year
Updates as they answer, under 100 ms

Your rep sees

The same estimate and plan, in the CRM, before the call starts.

Desktop embed and phone, same journey

02 · Answer first

Show the number they came for. Then ask for the meeting.

Buyers want a price, a payback or a plan before they talk to anyone. Carbon calculators turn answers into an estimate on the spot, and it travels with the lead to your rep.

Plan recommendation on a phone: Growth, 60 seats, $21k–$26k a year
Updates as they answer · under 100 ms
  • ROI and savings calculators

    Team size and current tools become “$38k–$52k saved a year”, with the math shown.

  • Price estimates

    Seat, usage or project pricing as a range you control, shown before contact details.

  • Plan recommendations

    “Growth plan, 60 seats” with the reasons listed right underneath.

03 · Route to sales

The right rep hears in seconds. The rest get a next step.

Every lead is scored on the answers that matter to you, checked for a real phone and work email, then sent where it should go. No more sales complaining about the form.

New lead · Demo request

Dana Okafor

VP Finance · Lumen Freight

Lead score
Team
51–200 people
Today
Spreadsheets
Rollout
This quarter
Estimate
$38k–$52k a year
Phone verifiedWork emailConsent v4

Seconds later

HubSpot

Synced

Contact and deal created with every answer. Owner set by round-robin. Salesforce works the same way.

# sales11:02

Carbon app
Hot lead: Dana Okafor, Lumen Freight. 51–200 people, spreadsheets today, estimate $38k–$52k. Booked Thu 11:30 with @Jordan.

Jordan Lee’s calendar

Booked

Thu Sep 26 · 11:30–11:50 CT. Invite, Zoom link and the buyer’s estimate attached.

New lead · 11:02Booked
Dana Okafor
VP Finance · Lumen Freight
  • Sent to HubSpot with owner Jordan Lee
  • Demo booked · Thu 11:30 CT

Seconds later

  • HubSpot or Salesforce

    Contact and deal with every answer, owner by round-robin.

  • # sales on Slack

    Hot lead: Dana Okafor, 51–200 people, booked Thu 11:30 with @Jordan.

  • Jordan Lee’s calendar

    Thu Sep 26 · 11:30 CT. Invite and estimate attached.

Rules by score

Written the way you’d say them.

Automations run on their own: route by score, product, region or deal size, and round-robin across the team.

70 or more
Book a time with the next rep in the rotation, alert #sales.
40 to 69
Create the deal and text the owner to call within 5 minutes.
Under 40
Send the guide, add to nurture, keep them out of the rep queue.
Automation: when a lead scores 70 or more, add a contact and deal in HubSpot. Test run worked. Automation: when a lead finishes the journey with a score of at least 70, add a contact and deal in HubSpot

04 · Change and test

Change any question yourself. Let the results pick the winner.

Marketing owns the journey. Carbon tests every question and tells you which wording brings more qualified buyers.

Journey builder: the Northbeam demo request journey, step 5 ‘When do you want to roll this out?’ with an A/B variant Experiment: variant B ‘How many people are on your team?’ at 4.6% qualified leads per visitor vs 3.9%
Team size wording · Day 21
Variant B wins: +18% qualified
Confidence96%
Journey builder preview: ‘When do you want to roll this out?’ on the Northbeam journey
Team size wording · Day 21
Variant B wins: +18% qualified
Confidence96%
  • No developer queue

    Edit wording, order, branching and scoring in the builder. Publish in a click, roll back any time.

  • A/B on every question

    Split traffic on any step. Winners are called on qualified leads and booked demos, not form fills.

  • Find the question that costs you

    Drop-off per step shows exactly where buyers leave, so you fix the one that matters.

05 · Answers that close

Know which answers close. Not just which ones convert.

Closed-won syncs back from HubSpot or Salesforce, so every answer is ranked by the pipeline it created. The lead score learns what your best reps already know.

Which answers sell, last 90 days: teams of 51–200 people close 3.1× more often; teams on spreadsheets are close behind. Suggestion: raise the lead score for Spreadsheets from +20 to +30.

Which answers sell · 90 days

Teams of 51–200 people close 3.1× more often.

Answers ranked by the share that became a sales opportunity (example figures)
AnswerBecame an opportunity
51–200 peopleHow many people are on your team? 31% · 3.1×
SpreadsheetsWhat are you using today? 26% · 2.6×
Rolling out this quarterWhen do you want to roll this out? 19% · 1.9×
Finance owns reportingWho owns reporting today? 15% · 1.5×
Just researchingWhen do you want to roll this out? 2% · 0.2×

Example workspace. Figures are illustrative.

06 · Your stack

Works with the site you already have. And the tools sales lives in.

Integrations: Google Ads, Meta Ads, HubSpot, Zapier and Slack connected
Embed · any page
<script src="https://crbnl.co/j.js"
  data-journey="nb-demo"></script>
  • Embed on any page

    One line of code on Webflow, WordPress, HubSpot pages or your own app. Or a full-page journey.

  • Your own domain

    Run journeys on get.yourcompany.com with your fonts, colors and logo.

  • Short links on crbnl.co

    A tidy link for every ad, email and QR code, with the source kept on the lead.

  • CRM and calendars

    HubSpot, Salesforce, Pipedrive, Google and Outlook calendars, Slack and Zapier.

  • API and webhooks

    Every answer, score and booking as an event your own systems can use.

  • AI assistants

    Buyers can get your estimate inside ChatGPT and Claude, then land in your journey.

Integrations: 5 tools are connected (Google Ads, Meta Ads, HubSpot, Zapier, Slack). Meta needs a new token in 6 days. What a buyer sees in an AI assistant: Northbeam’s instant estimate for 60 seats, $21k–$26k a year, with a Book a demo button
Embed · any page
<script src="https://crbnl.co/j.js"
  data-journey="nb-demo"></script>

07 · Who it’s for

Any team that sells from a landing page. Same journey, your questions.

Example journeys by industry
IndustryFirst questionAnswer shownGoes to
B2B software“How many people are on your team?”Shows: ROI or seat-price estimateDemo with the right rep
Insurance“What would you like to insure?”Shows: Premium rangeLicensed agent callback
Mortgage“Buying or refinancing?”Shows: Rate and payment estimateLoan officer
Solar“What’s your average monthly power bill?”Shows: Savings and system sizeSite survey booking
Education“Which program are you interested in?”Shows: Tuition and start datesAdmissions advisor
Healthcare“Is this for you or someone you care for?”Shows: Care options and costCare coordinator
Legal“What kind of matter is this?”Shows: Fee range and next stepsIntake team

Private beta

Bring your demo form. Leave with one that books meetings.

In 30 minutes we map your questions, your estimate and your routing with you. Plans from $129 a month, billed yearly.